Analysis of Socially Responsible Investing as an Investment Strategy
Since 1974, Madison Investment Advisors, Inc. has served investment management clients with a sound blend of investment philosophy and process, disciplined thinking and a spirit of independence. Madison and its subsidiaries manage multiple billions of dollars of fixed income portfolios, risk-sensitive equity accounts and personalized balanced portfolios. Madison Investment Advisors does not currently manage money under the banner of a socially responsible investment (SRI) philosophy. They wanted a team to develop the idea of SRI and recommend how it would fit with their existing investment philosophies.
Outcomes
The integration of a Socially Responsible Investment strategy with strategy of Madison Investment Advisors, Inc.